iPLAN FINANCE

WITH YOU. FOR YOU.

(02) 9571 8703
  • About
  • Services
  • Testimonials
  • Contact

NEW CLIENTS

Checklist of Documentation

The loan approval process requires that you to provide the appropriate documents to ensure timely processing of your loan application.

Some of the information we require include:

  • 3 computerised payslips showing Year to Date Income covering last 3 pay periods
  • Last 2 Years Personal Tax Returns and Tax Assessment Notices
  • Last 6 months bank statement showing evidence of genuine savings
  • Proof of existing debts covering the past 6 months
  • 100 points of ID are required. A current Passport or Birth Certificate = 70 points. Drivers Licence = 40 points. (Please note if these documents are in your maiden name, you will also need to provide a copy of your Marriage Certificate.)

Other information will be required depending upon the nature of the loan being applied for e.g. refinancing, first home buyer or investor. Our mortgage brokers will advise you upon what additional documentation is applicable to your personal situation.

Suite 2402, 31 Market St
Sydney NSW 2000

E. lending@iplanfinance.com.au
P. (02) 9571 8703

CONTACT US TODAY

  • Facebook
  • LinkedIn
PRIVACY POLICY · SITE MAP · NEW CLIENTS

 

Iplan Finance Pty Ltd ABN 78 169 543 284
Lending services are authorised by Finconnect (Australia) Pty Ltd, Australian Credit Licence No. 385888.

Copyright © 2019 · iPLAN FINANCE · Web Design by SBC